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Coca-Cola
KO

Overview Fund Activity

3,299 hedge funds and large institutions have $222B invested in Coca-Cola in 2025 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 1,384 increasing their positions, 1,352 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,299
Holders Change
-22
Holders Change %
-0.66%
% of All Funds
44.2%
Holding in Top 10
66
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-22.35%
% of All Funds
0.88%
New
169
Increased
1,384
Reduced
1,352
Closed
132
Calls
$2.22B
Puts
$1.73B
Net Calls
+$492M
Net Calls Change
-$514M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$1.42B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$867M
3
Citadel Advisors
Citadel Advisors
Florida
+$650M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$442M
5
UBS AM
UBS AM
Illinois
+$416M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$908M
2
Capital International Investors
Capital International Investors
California
-$496M
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$496M
4
AIM
Alphinity Investment Management
Australia
-$377M
5
Franklin Resources
Franklin Resources
California
-$287M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
2401
Tradition Wealth Management
Minnesota
$426K +$4.53K +64 +1%
AWM
2402
Aviso Wealth Management
Washington
$425K -$3.04K -43 -0.7%
FWM
2403
FSA Wealth Management
Massachusetts
$425K -$13.9K -197 -3%
HNB
2404
Hilltop National Bank
Wyoming
$425K +$425K +6,005 New
SPWM
2405
Spartan Planning & Wealth Management
North Carolina
$424K -$86.9K -1,228 -17%
WHCI
2406
W.H. Cornerstone Investments
Massachusetts
$424K +$2.83K +40 +0.7%
PWM
2407
Pines Wealth Management
North Carolina
$424K -$36.2K -507 -8%
SMF
2408
Scott Marsh Financial
Utah
$423K +$423K +5,982 New
LJHT
2409
Laurie J. Hall Trustee
$421K -$14.2K -200 -3%
CST
2410
Charles Schwab Trust
Nevada
$421K -$3.11K -44 -0.7%
FFG
2411
Fiduciary Financial Group
California
$420K +$14K +195 +3%
CYG
2412
Clean Yield Group
Vermont
$420K +$11.4K +161 +3%
OWA
2413
One Wealth Advisors
California
$419K -$9.2K -130 -2%
Loomis, Sayles & Company
2414
Loomis, Sayles & Company
Massachusetts
$419K -$41K -579 -9%
PSC
2415
Prentiss Smith & Co
Vermont
$418K – – –
EW
2416
Element Wealth
Mississippi
$418K +$16.1K +228 +4%
WIM
2417
Westside Investment Management
California
$418K +$53.1K +747 +15%
SFG
2418
SNS Financial Group
Minnesota
$418K -$32.5K -456 -7%
GAM
2419
Gould Asset Management
California
$417K -$22.5K -318 -5%
BGAI
2420
Bruce G. Allen Investments
Colorado
$417K -$20.1K -284 -5%
CW
2421
Channel Wealth
California
$416K -$252K -3,561 -38%
NECFA
2422
New England Capital Financial Advisors
Connecticut
$415K +$778 +11 +0.2%
AFTS
2423
American Financial & Tax Strategies
New York
$415K -$9.34K -132 -2%
HWM
2424
Horizon Wealth Management
Illinois
$415K -$2.48K -35 -0.6%
OBWG
2425
Onyx Bridge Wealth Group
New York
$414K +$3.11K +44 +0.8%
95 96
97
98 99